Lync Licensing Guide March 2013

Licensing Guide
Published: March 2013
Disclaimer: The Lync 2013 Licensing Guide is provided to customers and partners to assist in
understanding the options for acquiring Lync Server 2013, Lync client software, and / or Lync
Online. The Lync Licensing Guide does not represent a legal agreement between Microsoft and
/ or its customers and partners and does not supersede or modify the terms of any customer
agreement or Microsoft document incorporated by reference into a customer agreement.
2013 Microsoft Corporation. All rights reserved. This material is provided for informational purposes only. Microsoft makes no
warranties, express or implied.
Active Directory, Lync, Microsoft, SharePoint, SQL Server, and Windows Server are trademarks of Microsoft Corporation.
1 | Microsoft Lync 2013 Licensing Guide
Table of Contents
1
Executive Summary ............................................................................................................................................... 4
Key Changes for Lync 2013 ................................................................................................................................ 5
2.1
One Server License ....................................................................................................................................... 5
2.2
External Connector functionality now included with Lync Server license ............................... 5
2.3
New Lync Basic Client ................................................................................................................................. 5
On Premises Licensing for Lync Server 2013 ............................................................................................... 5

3.1
License Types.................................................................................................................................................. 5
3.1.1
Server Licenses ..................................................................................................................................... 5
3.1.2
Client Access Licenses (CALs) .......................................................................................................... 6
3.1.3
Device and User CALs ........................................................................................................................ 6
3.1.4
Client License ........................................................................................................................................ 7
3.2
Licensing External Users ............................................................................................................................. 7
3.2.1
Federated Users ................................................................................................................................... 7
3.2.2
Unauthenticated Users ...................................................................................................................... 8
3.2.3
External Authenticated Users .......................................................................................................... 8
3.2.4
Public Instant Messaging Users ..................................................................................................... 8
3.3
Lync Server 2013 Feature Details ............................................................................................................ 9
3.3.1
3.4
Lync Server 2013 Client Access Licenses........................................................................................... 10
3.4.1
Standard CAL...................................................................................................................................... 10
3.4.2
Enterprise CAL.................................................................................................................................... 10
3.4.3
Plus CAL................................................................................................................................................ 10
3.4.4
New and Improved Features of the CALs................................................................................ 10
3.5
Pricing for Lync Server 2013 Servers and CALs .............................................................................. 12
3.6
Purchasing Lync Server 2013 as Part of a Microsoft CAL Suite ................................................ 12
3.6.1
4
Prerequisite Microsoft Technologies and Licenses ................................................................. 9
Plus CAL for Enterprise CAL Suite............................................................................................... 12
Online Subscription Licensing for Microsoft-hosted Lync Online .................................................... 14

4.1
Subscribing to Lync Online .................................................................................................................... 14
4.1.1
Lync Online User Subscription Licenses ................................................................................... 14
4.2
Lync Online USL Features ....................................................................................................................... 14
4.2.1
Lync Online Plan 1 USL ................................................................................................................... 14
4.2.2
4.2.3
4.2.4
New and Improved Features of the USLs ................................................................................ 15
4.3
How to Buy Lync Online .......................................................................................................................... 16
4.4
Purchasing Lync Online as Part of Office 365 ................................................................................. 17
4.5
Lync Online Client ...................................................................................................................................... 17
4.6
Combining On-Premises and Online Licensing for Lync ............................................................ 17
4.6.1
Purchasing Lync Online When User Currently Owns Lync Server 2013 ....................... 17
4.6.2
2007
Purchasing Lync Online When User Currently Owns Microsoft Office Live Meeting
18
4.6.3
Online Subscription with On-Premises Deployment .......................................................... 18
Lync Partner Offerings ...................................................................................................................................... 18

5.1.1
Independent Software Vendors .................................................................................................. 19
5.1.2
Services Providers License Agreements ................................................................................... 19
Frequently Asked Questions ........................................................................................................................... 20

6.1
General Pricing and Licensing ............................................................................................................... 20
6.2
Lync Grandfathering Policy .................................................................................................................... 21
6.3
Lync Online................................................................................................................................................... 21
6.4
Additional Assistance ............................................................................................................................... 21
Appendix ................................................................................................................................................................ 22
7.1
Lync Server 2010 Migration Paths ....................................................................................................... 22
7.2
Grandfathering Policy .............................................................................................................................. 22
7.2.1
Summary of Key Changes: ............................................................................................................ 22
7.2.2
Grandfathering Entitlements ........................................................................................................ 22
1 Executive Summary
Microsoft Lync 2013 is an enterprise-ready unified communications platform that connects
people everywhere, on Windows 8 and other devices, as part of their everyday productivity
experience. Lync provides a consistent, single client experience for presence, instant messaging,
voice, video and meetings. Lync 2013 supports multiparty HD video conferencing, modern
touch first capabilities for fast and natural communications, and work anywhere scenarios that
do not require a VPN for encryption.
Microsoft Lync Server 2013 offers three primary deployment options. It can be deployed on
premises, hosted by Microsoft, or hosted by a partner. Depending on the option selected, there
are different ways to purchase the appropriate license for Lync:
On premises: To deploy Lync on premises, users need a server license for each
Lync Server 2013 Front End instance and Client Access Licenses (CALs) for each
user or device accessing Lync Server. Customers can acquire CALs on a
standalone basis, or along with other Microsoft products in the Core CAL or
Enterprise CAL (ECAL) Suites.
Microsoft-hosted: For a Microsoft-hosted Lync deployment, a User Subscription
License (USL) is needed for each user. Similar to on-premises Lync licensing,
Users can purchase Lync Online standalone or in combination with other
Microsoft products as part of an Office 365 Suite.
Partner-hosted: Microsoft has a large partner ecosystem to help customers
build, deploy, and service Microsoft Lync Server 2013 products and solutions.
Contact a partner directly to host Lync infrastructure or help build a nextgeneration communications experience.
Licensing and information for these options will be described in more detail in this document.
2 Key Changes for Lync 2013

2.1 One Server License
Lync Server 2013 is licensed in a single edition for all deployment types. Customers who
purchased Software Assurance (SA) with Lync Server 2010 Standard Edition OR Lync Server 2010
Enterprise Edition will receive rights to Lync Server 2013.
2.2 External Connector functionality now included with Lync Server license
The Lync External Connector license has been discontinued, and the functionality covered by
these licenses is now included in the Lync Server license. Customers who purchased SA for Lync
External Connector licenses will receive rights to one Lync Server 2013 license for every External
Connector license covered by SA.
2.3 New Lync Basic Client

Lync Basic is a less-feature rich Lync client targeted at Office 365, Lync Online, and CoreCAL
customers without access to the full Lync 2013 client via Office ProPlus 2013 or standalone
purchase.
Lync Basic 2013 requires the appropriate CAL or USL for the functionality deployed to the
customers end users.
3 On Premises Licensing for Lync Server 2013

3.1 License Types
Lync Server 2013 on premises is licensed in the Server/Client Access License (CAL) model. There
are two types of licenses relevant to this model.
Server
Client access
In addition to Server/CAL licenses, customers will need to acquire the appropriate client
software licenses for their client devices.
3.1.1 Server Licenses

A server license must be assigned to each instance of Lync Front End Server that is being run.
3.1.2 Client Access Licenses (CALs)

To access Lync Server 2013 as an Active Directory (AD) authenticated user, a CAL is required in
most cases. A CAL is a license that gives a user the right to access the services of the server.
There are three CALs for Lync:
Lync Server 2013 Standard CAL

Lync Server 2013 Enterprise CAL
Lync Server 2013 Plus CAL
The Standard CAL is the base CAL and required for all authenticated internal users accessing
Lync Server functions. Enterprise CAL and Plus CAL are supplemental to the Standard CAL
customers can choose to add just the Enterprise CAL, just the Plus CAL, or both CALs to a
Standard CAL.
The feature details for server and CAL licensing are described in section 3.5 Lync Server 2013
Client Access Licenses.
3.1.3 Device and User CALs

For each Lync CAL, there are two types of CALs available for purchase:
User-based CAL (User CAL)

Device-based CAL (Device CAL)
The choice between Device CAL and User CAL is based on customer preference.
With the User CAL, a CAL is purchased for each authenticated user who access Lync Server 2013
features, regardless of the number of devices the user will use to access Lync Server. Purchasing
a User CAL may make more sense if users need roaming access to the corporate network using
multiple, unknown, or additional devices than on-site users.
With the Device CAL, a CAL is purchased for every device that accesses Lync Server 2013,
regardless of the number of users who use that device. Device CALs are useful for organizations
whose workers share devices.
Examples of devices which connect to Lync Server 2013 features and require a license include,
but are not limited to, are:
personal computers (PCs) and

IP phones
Devices which connect to Lync Server 2013 features and do not require either a user or device
license include:
Analog devices connected to Lync Server via a 3rd party gateway

USB only peripheral devices for the PC
3.1.4 Client License

In order to access the functionality of Lync Server 2013 and have an authenticated experience,
users need the Lync client application. There are several clients available for use with Lync:
Microsoft Lync 2013 the complete Lync client, which is part of the Office
ProPlus 2013 Suite and can also be purchased standalone
Microsoft Lync Basic 2013 a less feature-rich Lync client, licensed at no charge
Lync Windows Store app a modern Lync experience for Windows 8 users,
available via the Windows Store on Windows 8
Mobile clients Windows Phone, iOS, and Android clients, available to end users
via the relevant platform stores
Lync for Mac 2011 the Lync client for Mac OS X desktop and laptop computers
In addition to these clients, individuals invited to Lync Meetings who do not have a Lync client
installed will be able to use the Lync Web App, which enables a rich meeting experience via the
browser. Supported OSes and browsers are detailed at http://technet.microsoft.com/enus/library/gg425820.aspx.
3.2 Licensing External Users

External users may require a license in order to access a Lync Server 2013. There are four types
of external users that may access a Lync Server 2013:
Federated users
Anonymous users
External Authenticated users
Public IM Connectivity users
3.2.1 Federated Users

A federated user is an external user that possesses valid credentials with a federated external
Lync deployment and is authenticated on that basis by Lync Server 2013. Federation is a feature
provided with the licenses of Lync Server 2013. Users connected by federation with another Lync
deployment do not require a CAL as the federated party will already own the appropriate
number of licenses.
3.2.2 Unauthenticated1 Users

An unauthenticated, or anonymous, user is a person/device that does not have an identity in the
Active Directory Domain Services or Lync Server. Unlike a federated user, an anonymous user
is not authenticated. With the Lync 2010 Attendee client, unauthenticated users can a join
Microsoft Lync Server 2013 hosted meeting. There are no required licenses for unauthenticated
users of Lync Server 2013.
3.2.3 External2 Authenticated Users
An unlimited number of authenticated3 external users may access a Lync Server 2013 in
scenarios where the number of CALs is uncertain.
3.2.4 Public Instant Messaging Users

Lync Server 2013 provides organizations with the capability to connect their existing base of
Lync Server 2013-enabled users to certain public IM service providers. Licensing and availability
requirements for Public IM Connectivity depend on the service providers customers want to
connect with, and Lync Server 2013 CALs.
Windows Live Messenger: Customers with Lync Server 2013 qualify for
federation with Windows Live Messenger without additional licensing
requirements. Lync will continue to support federation with Windows Live
Messenger as long as it is in market.
AOL Instant Messenger (AIM): Customers with Lync Server 2013 qualify for
federation with AOL without additional licensing requirements. Service with AOL
will be available so long as Microsoft and AOL maintain an agreement to
continue the service. This mutual agreement will extend up to at least June 2014.
Updates, when available, will be posted to the Lync Team Blog
(http://blogs.technet.com/b/lync/).
Yahoo! Messenger: As of September 1st, 2012, the Microsoft Lync Public IM
Connectivity User Subscription License (PIC USL) is no longer available for
purchase for new or renewing agreements. Customers with active licenses will be
Unauthenticated: A user who does not have an identity in the Active Directory Domain Services
or Lync Server
2
External: A user typically not an employee and not defined in the customers agreement
3
Authenticated: A user or device who has an identity in the Active Directory Domain Services or
Lync Server
able to continue to federate with Yahoo! Messenger until the service shut down
date (exact date TBD, but no sooner than June 2013). The PIC USL was a per-user
per-month subscription license that is required for Lync Server or Office
Communications Server to federate with Yahoo! Messenger. Microsofts ability to
provide this service has been contingent upon support from Yahoo!, the
underlying agreement for which is winding down. Updates to the specific endof-service
dates
will
be
posted
to
the
Lync
Team
Blog
(http://blogs.technet.com/b/lync/).
XMPP Networks: Federation with XMPP (Extensible Messaging and Presence
Protocol) networks, such as Google Talk, can be enabled through the Lync Server
2013 XMPP Gateway. This Gateway provides presence sharing and Instant
Messaging (IMing) with XMPP networks, and is available at no additional
licensing cost.
Skype: Skype connectivity, when available, will be included in the Lync licensing
as documented in sections 3.4 and 4.2.
3.3 Lync Server 2013 Feature Details

3.3.1 Prerequisite Microsoft Technologies and Licenses
Lync Server 2013 requires Windows Server and Microsoft SQL Server to run and may also
require other Microsoft technologies to enable certain functions. Lync Server licenses do not
include licenses for those products.
Windows Server is typically licensed through the Server/CAL model. For complete
information on licensing for Windows Server, see the Windows Server 2012
licensing page.
SQL Server has two primary licensing models: per processor and Server/CAL. For
complete information on licensing for SQL Server, see the SQL Server 2012
licensing page.
SQL Server Express is provided with the Lync Server 2013 standard deployment.
Exchange Standard and Enterprise CALs or Exchange Online Plan 2 are required
to take advantage of Lync Unified Messaging scenarios. For information on
licensing Exchange, see the Exchange licensing page.
SharePoint may be required to enable some scenarios, such as Skill Search. For
information on licensing SharePoint, see the SharePoint licensing page.
Office integration scenarios may require the appropriate Office suite. For more
information on licensing Office, see the Office licensing page.
3.4 Lync Server 2013 Client Access Licenses

3.4.1 Standard CAL
The Lync Server 2013 Standard CAL offers instant messaging and rich presence (IM/P) features.
It provides users with real-time presence and enhanced IM along with PC-to-PC audio and video
communications, as well as authenticated attendee experience for internal Lync Meetings.
3.4.2 Enterprise CAL

The Lync Server 2013 Enterprise CAL offers Lync Meetings, including Audio, Video, and Web
conferencing features. It provides users the ability to create, moderate, and join conferences for
collaboration with both internal and external users.
3.4.3 Plus CAL

The Lync Server 2013 Plus CAL offers enterprise voice capabilities that can enhance or replace
traditional PBX systems. These capabilities include common calling features such as answer,
forward, transfer, hold, divert, release, and park, along with Enhanced 9-1-1 calling for North
America, support for analog devices and a broad range of both IP and USB user devices from
partners.
3.4.4
New and Improved Features of the CALs
Figures 1-3 provide a detailed feature breakdown for each Lync Server 2013 CAL.
To enhance the collaboration experience for users with rights to Lync Server, the following
shared features should be considered when considering CALs:
Attendee and Presenter Experience. Users with a Lync Standard CAL can attend meetings
and can be promoted to presenter in conferences initiated by an Enterprise CAL user. In
order to have full collaboration capabilities including initiating or scheduling
conferences, a user would need both the Standard CAL and Enterprise CAL.
Audio Conferencing. Audio Conferencing is a shared feature of both the Enterprise CAL
and Plus CAL users. In order to leverage the audio conferencing features such as
initiating and scheduling an audio conference, a user will required either the Enterprise
or Plus CAL or both CALs.
Figure 1: Instant Messaging and Presence
Feature
See others presence

Manage own presence
See presence in Office
Contact management
Contact card
PC-PC and multiparty IM
New or
Improved
Standard
CAL
Improved
Improved
Improved
Improved
Improved
Improved
Enterprise
CAL
Plus CAL
PC-PC and multiparty file transfer

Persistent Chat
PC-to-PC computer audio calling
PC-to-PC computer video calling
PC-to-PC IM, audio, and video with users
at federated organizations
PC-to-PC presence display, IM, audio,
and video with Skype users
Improved
Improved
Improved
Improved
Improved
New
Figure 2: Lync Meetings
Feature
Initiate an ad hoc multiparty (3+ users)

meeting with audio and video (including
dial-out to PSTN or PBX users)
Initiate ad hoc application sharing (1:1 or
multiparty)
Initiate ad hoc white boarding session
(1:1 or multiparty)
Schedule and invite attendees to
meetings with audio (including dial-out
to PSTN or PBX users and hosted audio
conferencing features), video, web
conferencing and content sharing
Automatically join meeting audio from
PBX or other phone number
New or
Improved
Standard
CAL
Enterprise
CAL
Improved
Improved
Improved
Improved
Improved
Plus CAL
Figure 3: Enterprise Voice
Feature

meeting with audio (including dial-out to
PSTN or PBX users)
UC and PBX Call Control
Visual Access to Voicemail
Advanced Voice Features
Routing Rules
E911 Capabilities
Delegation
New or
Improved
Standard
CAL
Enterprise
CAL
Plus CAL
Improved
Improved
Improved
Improved
Improved
Improved
Improved
Response Group Agent and Agent

Anonymity
Lync Phone Edition Better Together
features
Dial out to PSTN
Receive calls from PSTN
Improved
Improved
Improved
Improved
3.5 Pricing for Lync Server 2013 Servers and CALs

All prices reflect pricing for Open (No Level) retail purchases within the United States and are in
US dollars as of December 1, 2012. The prices listed are license only estimated prices (not
including SA); reseller pricing can vary by program and volume. Please note that prices are
subject to change; contact a reseller or Microsoft account representative for specific pricing.
Figure 4: Client and Server Pricing
Microsoft Lync Pricing
Lync 2013 (client)
Lync Server 2013
Prices
$31
$3,646
Figure 5: CAL Pricing

Lync Server CAL Pricing
Standard CAL (per device)
Standard CAL (per user)
Enterprise CAL (per device)
Enterprise CAL (per user)
Plus CAL (per device)
Plus CAL (per user)
Prices
$31
$36
$107
$123
$107
$123
3.6 Purchasing Lync Server 2013 as Part of a Microsoft CAL Suite

Standalone Lync CALs provide use rights to Lync Server 2013; however, the Lync Standard CAL
can also be purchased as part of the Microsoft Core CAL Suite (CCAL) and the Lync Enterprise
CAL can be purchased as part of the Microsoft Enterprise CAL (ECAL) Suite with other Microsoft
products.
The Plus CAL can only be purchased standalone and is not included in either the Core CAL Suite
or ECAL Suite offerings. Refer to Microsoft CAL Suites for more information about choosing to
purchase Lync as part of a suite.
3.6.1 Plus CAL for Enterprise CAL Suite

As an additional benefit for purchasers of ECAL Suite, the features provided by the Plus CAL can
be purchased at a price advantage when purchasing both the ECAL Suite and the Plus CAL for
ECAL Suite offering. The Plus CAL for ECAL Suite is a CAL offering for ECAL Suite customers
only. It provides the same features and functionality as the Plus CAL, however it is offered with a
20% saving from the standalone Plus CAL. This offering is only available in the programs where
the ECAL Suite is offered. For further information on pricing and eligibility please contact your
reseller.
4 Online Subscription Licensing for Microsoft-hosted Lync Online

Lync Online provides communications and collaboration solutions that can be provided as cloud
services, on-premises services, or a combination of the two. This level of flexibility allows
organizations to create solutions that meet their ever-changing business requirements.
4.1 Subscribing to Lync Online

4.1.1 Lync Online User Subscription Licenses
Rather than purchasing server and CAL licenses for each Server and user/device that access Lync
Server 2013, Lync Online is licensed through a subscription model in which each named user
needs a User Subscription License (USL).
Lync Online offers three (3) USLs:
Lync Online Plan 1 USL

Lync Online USLs are inclusive of the prior USL. Lync Online Plan 2 USL includes all of the
features and functionality of Plan 1 with additional features and functionality.
4.2 Lync Online USL Features

The features offered in Lync Online are similar to the features offered in Lync on premises,
though there may be differences in the specific features available and the specific scenario
coverage of a feature for Lync Server and Lync Online. The following provides a high-level
feature overview for each Lync Online USL:
4.2.1 Lync Online Plan 1 USL

Lync Online Plan 1 USL offers instant messaging and rich presence (IM/P) features. It provides
users with real-time presence and enhanced IM along with PC-to-PC audio and video
communications, as well as attendee experience for internally hosted conferences.

In addition to the features of Lync Online Plan 1 USL, Plan 2 USL offers audio, video, and web
conferencing features. It provides users the ability to create, moderate, and join conferences for
collaboration with both internal and external users.
Lync Online PSTN Audio Conferencing and PSTN dialing out capabilities require a third-party
Audio Conferencing provider.
For hosted conferences in Lync Online, an unauthenticated, or anonymous, user is a

person/device that does not have an identity in Lync Online. With the Lync 2010 Attendee client,
unauthenticated users can a join Lync Online hosted meeting. There are no required licenses for
unauthenticated users of Lync Online.

In addition to the features of Lync Online Plan 2, the Lync Online Plan 3 USL provides customers
in certain geographies PSTN access from Lync Online, provided that an additional arrangement
is made with a telephony services partner. In addition, some reseller partners may make Lync
Online Plan 3 available with an option for PSTN calling included.
4.2.4 New and Improved Features of the USLs

Figures 6-8 provide a detailed feature breakdown for each Lync Online USL.
Figure 6: Instant Messaging and Presence
Feature
See others presence

Manage own presence
See presence in Office
Contact management
Contact card
PC-PC and multiparty IM
PC-PC and multiparty file transfer
Persistent Chat
PC-to-PC computer audio calling
PC-to-PC computer video calling
PC-to-PC IM, audio, and video with users
at federated organizations
PC-to-PC presence display, IM, audio,
and video with Skype users
New or
Improved
Lync Online
Plan 1
Lync Online
Plan 2
Lync Online
Plan 3
Improved
Improved
Improved
Improved
Improved
Improved
Improved
Improved
Improved
Improved
Improved
New
Lync Online
Plan 2
Lync Online
Plan 3
Improved
Improved
Improved
Figure 7: Audio, Video, and Web Conferencing
Feature

meeting with PC-based audio and video
Initiate ad hoc application sharing (1:1 or
multiparty)
Initiate ad hoc white boarding session
(1:1 or multiparty)
New or
Improved
Lync Online
Plan 1
Schedule and invite attendees to

meetings with audio, video, web
conferencing and content sharing
Use a third-party dial in audio
conferencing service integrated with
Lync Online to host audio conferences
and dial out to PSTN numbers from
audio conferences
Improved
Improved
Lync Online
Plan 2
Lync Online
Plan 3
Figure 8: PSTN Dialing features4
Feature
Visual Access to Voicemail

Lync Phone Edition Better Together
features
Dial out to PSTN
Receive calls from PSTN
New or
Improved
Lync Online
Plan 1
Improved
Improved
Improved
Improved
4.3 How to Buy Lync Online

All pricing for retail purchases within the United States are in estimated U.S. dollars; reseller
pricing may vary by program and volume. Please note prices are subject to change; contact a
reseller or Microsoft account representative for specific pricing. Lync Online is available for
purchase in either Enterprise Agreements or Microsoft Online Subscription Agreements only.
Figure 9: USL Pricing
Lync Online USL Pricing
Prices
$2/user/month
$6.5/user/month
$10/user/month
Lync Online Plan 3 requires subscription to PSTN access services from an integrated service
provider. As of January 1, 2013, Lync Online Plan 3 with integrated PSTN calling is only available
in the United States and United Kingdom
4.4 Purchasing Lync Online as Part of Office 365

Lync Online USLs can be purchased as part of Office 365. To learn more about the Office 365
Suite, visit www.office365.com.
4.5 Lync Online Client

Lync Online requires the separate purchase and installation of Microsoft Lync 2013 (or Lync for
Mac 2011) to access the complete feature set of Lync Online Plan 1 and Plan 2. As a limited
time offer, customers licensed for Lync Online receive one licensed copy of Lync for Mac 2011 at
no cost with each trial or paid subscription license to Lync Online. The software may only be
used with Lync Online, and all rights to use the software will terminate upon expiration of the
underlying subscription license or migration to the next major new version of Lync Online and
release of a new Mac client for Lync Online, whichever comes first. Customers may use the free
Lync Basic 2013 client for their Windows-based end users.
Customers without access to the Lync client through the purchase of an Office 365 plan that
includes the Lync client, purchase of the Microsoft Office ProPlus Suite, or standalone purchase
of the Lync client will be able to use the Lync Basic 2013 client with Lync Online.5
4.6 Combining On-Premises and Online Licensing for Lync

4.6.1 Purchasing Lync Online When User Currently Owns Lync Server 2013
For some volume licensing customers with active SA, Lync Online subscriptions can be
purchased at a discounted rate based on the licenses a user currently owns. Please contact a
reseller for more information.
Note that Windows XP is not supported for Lync Basic 2013, therefore customers using
Windows XP with Lync Online between the GA of the next major version of Lync Online and the
end of support date for Windows XP will be receive one (1) licensed copy of Lync 2010 at no
cost with each valid subscription license to Lync Online. The software may only be used with
Lync Online, and all rights to use the software will terminate upon expiration of the underlying
subscription license or release of the next major new version of Lync Online, or the end of
support date for Windows XP, whichever comes first
4.6.2 Purchasing Lync Online When User Currently Owns Microsoft Office Live
Meeting 2007
Existing Microsoft Office Live Meeting users can automatically migrate to Lync Online as part of
the new product version benefit. Customers can upgrade their USL of LiveMeeting to qualifying
Lync Online USLs Live Meeting to Lync Online USL Use Rights will change on Lync Online launch
and Live Meeting subscriptions will allow use of Lync Online based on the table below:
Figure 10: Qualifying USL for Migration
Qualifying Live Meeting USL
Live Meeting Professional
Live Meeting Standard
Live Meeting Basic
Successor Lync Online USL

Lync Online Plan 2
Lync Online Plan 2
Lync Online Plan 1
4.6.3 Online Subscription with On-Premises Deployment

Lync Online USLs provide the flexibility to deploy the Lync functionality on premises and
includes rights to the equivalent on premises CAL. The rights to the CAL are non-perpetual and
expire when the underlying subscription rights expire.
Figure 11 provides a list of Lync Server CAL right available with each Lync Online or equivalent
USL. USL provides rights to the functionality of the equivalent Lync Server 2013 CALs to deploy
on premises.
Figure 11: On Premises Use Rights with Lync Online and Office 365
USL
Lync Online Plan 1
Lync Online Plan 2
Lync Online Plan 3
Office 365 E1
Office 365 E2
Office 365 E3
Office 365 E4
Standard
CAL
Enterprise
CAL
Plus CAL
Software Assurance benefits are not provided with the USLs. Additionally, purchasing
appropriate server licenses is still required when deploying Lync Server CALs on premises.
5 Lync Partner Offerings

Microsoft has a large partner ecosystem to help customers build, deploy, and service Lync Server
2013 products and solutions. The licensing model is similar to Lync on premises or Lync Online;
each device or user must have a valid license or subscription to Lync. Most partners offer a
number of solutions with different levels of functionality.
To obtain more information about offers and pricing, contact a local partner.
5.1.1 Independent Software Vendors

The Microsoft Independent Software Vendor (ISV) Royalty Licensing Program offers partners the
option to provide users with a unified solution that allows them to integrate Microsoft licensed
software into other applications, and distribute the unified solution to end users. The ISV Royalty
Licensing Program grants ISVs the right to license Microsoft products as part of unified
solutions.
5.1.2 Services Providers License Agreements

The Microsoft Services Provider License Agreement (SPLA) program allows partners to license
and host Microsoft products for customer use.
6 Frequently Asked Questions

6.1 General Pricing and Licensing
Q: Will I obtain rights to the Lync 2013 client when I purchase Lync Server 2013?
A: No, Lync 2013 is not included with either the Server or CALsit is available for purchase as a
standalone license, as a component of Office ProPlus, or as a component of some Office 365
subscriptions. The Lync Server 2013 CALs provide the rights to access IM and Presence, Audio/Video/Web
Conferencing, and Enterprise Voice features through the appropriate Lync client.
Q: What are the licensing implications if I choose to run Lync Server 2013 in a virtual machine
rather than directly on a physical server?
A: One server license is required for each running instance of Lync Server 2013 Front End Server Role
whether it is installed natively on a physical machine or in a virtual machine. All other server roles can be
deployed, in as many instances, physical or virtual, as your architecture requires.
Q: If several users share the same desktop computer, do they each need separate Lync Server 2013
CALs?
A: Customers may still license Lync Server 2013 with either per-user or per-device CALs. If several users
share a desktop and do not individually access Lync Server 2013 from other locations (such as their home
PCs or smartphones), then they can be licensed with just one device CAL.
Q: Are there any licensing prerequisites for Lync Server 2013?
A: Yes, Windows Server and SQL Server are required to run Lync Server 2013. For each Lync Server 2013
CAL, there are other possible prerequisites for underlying Microsoft technologiesprimarily dependent
on the features within Lync you would like to deploy. These include, but are not limited to, Windows
Server CAL, Exchange Server Standard and Enterprise CAL, SharePoint Enterprise CAL, and Office
Professional Plus.
Q: Can I purchase a specific feature (such as Click to Call functionality) separately in place of
licensing the CAL?
A: No, features are available as part of the assigned CAL and are only available in the CAL or CAL Suite (if
applicable).
Q: What are the key licensing and pricing changes in Lync Server 2013?
A: Lync Server 2013 now has a single server license with new pricing that covers all deployment scenarios.
External Connector functionality is now included with the Lync Server 2013 license. There are now
additional client options for customers without Office ProPlus. The price of user CALs has increased by
15%, device CAL prices are unchanged.
6.2 Lync Grandfathering Policy

Q: If my customer purchased E-CAL Suite or OCS 2007 R2 Enterprise CALs prior to Lync 2010 GA,
will subsequent true-ups of E-CAL Suite or OCS E-CALs on the same enrollment qualify for
grandfathering to the Lync 2013 Plus CAL?
A: Yes, customers who purchased ECAL Suite or OCS 2007 Enterprise CALs on their EA prior to
Lync Server GA, subsequent true-ups of E-CAL Suite, or OCS E-CALs, they will receive the same
grandfathering rights to Lync 2010 Plus CAL as the initial qualifying licenses purchased. For an
overview of how True-ups work, please read: Enterprise Agreement True-up Guide.
6.3 Lync Online

Q: How long can I stay on Live Meeting?
A: Customers who have a Live Meeting Volume Licensing contract (either from Microsoft or
through a partner) can remain on Live Meeting through the remainder of their current contract
term.
Q: How will dial-in conferencing be provided for Lync Online?
A: Lync Online uses partners to provide dial-in conferencing capabilities. Additional information
is available at www.Office365.com.
6.4 Additional Assistance

Q: After reviewing this guide, my license agreement, and the Microsoft Product List and
Product Use Rights, I have additional questions about acquiring Lync or Lync Online. How
can I get more assistance?
A: Your Microsoft representative, or reseller has access to additional details and resources and
can assist you.
7 Appendix
7.1 Lync Server 2010 Migration Paths
With the New Product Versions benefit of Software Assurance (SA), qualified customers of Office
Communications Server receive rights to Lync Server 2013 for each license covered by SA.
Figure 12: Qualifying Licenses for Migration under SA
Qualifying Product
Successor Product
Lync Server 2010 Standard

Lync Server 2010 Enterprise
Lync Server 2013
Lync Server External Connectors

7.2 Grandfathering Policy

Though Enterprise Voice features were discontinued from the Enterprise CAL with Lync 2010,
Microsoft is offering rights to the Plus CAL to customers who qualify. Qualified customers
include those who purchased Office Communications Server 2007 R2 Enterprise CAL or the ECAL
Suite and have maintained their SA benefits on the originally purchased Office Communications
Server 2007 R2 Enterprise CAL or ECAL Suite.
7.2.1 Summary of Key Changes:

Some voice-specific features previously offered with the Office Communications Server 2007 R2
Enterprise CAL were discontinued and are now only offered in the Lync Server 2013 Plus CAL. As
a result of this change, the Lync Server 2013 Plus CAL and its associated features are not
included with the ECAL Suite.
7.2.2 Grandfathering Entitlements

Customers who have purchased Office Communications Server 2007 R2 Enterprise CAL or ECAL
Suite and have maintained their SA benefits will benefit from one of the two following
entitlements:
Figure 13: Grandfathering entitlements under SA
Qualifying License
Office Communications Server 2007
R2 Enterprise CAL, or Enterprise CAL
Suite
Acquisition Date
Before December 1, 2010
Complimentary License and

Benefits
Lync Server 2010 Plus CAL with
Software Assurance
Office Communications Server 2007

R2 Enterprise CAL, or Enterprise CAL
Suite
Before July 1, 2009
Lync Server 2013 Plus CAL with

Software Assurance
The following terms and conditions apply to the table above:
Migration Path: Customers with active SA coverage for a given Qualifying license, as of
the Acquisition Date, and upon the release of Lync Server 2010 (and Lync Server 2013, as
noted in the table), are eligible to use software under the Complimentary License.
Use rights: The right to use software under the Complimentary License under this
offering expires when the right to use software under the Qualifying License expires. Use
of that software is governed by the use rights for the software and the terms and
conditions of the customers volume license agreement. This product condition and the
customers evidence of the corresponding Qualifying License and SA document the right
to use software under the Complimentary License.
License and Software Assurance: Software Assurance coverage on the Complimentary
License expires when the coverage on the Qualifying License expires. Upon expiration of
SA coverage for the Qualifying License, the customer may acquire SA for the
Complimentary License without the need to acquire a new license separately.
True-ups: For Enterprise Agreement customers eligible for these complimentary licenses
and rights as described above, Office Communications Server 2007 R2 Enterprise CALs
and External Connectors acquired as part of a customers annual true-up process are also
qualifying licenses.
o For customers who first purchased a qualifying license before July 1, 2009, this
applies to CALs and External Connector licenses acquired as part of their true-up
process during enrollment term in effect as of December 1, 2010 and any renewal
term starting before Lync Server 2013 general availability (December 1, 2012).
o For customers who first purchased a qualifying license between July 1, 2009 and
December 1, 2010, this applies to CALs and External Connector licenses acquired
as part of their true-up process during the enrollment in effect as of December 1,
2010.
Subscription agreements: For Enterprise Subscription, Campus and School, and Open
Value Subscription Agreements, the same rights are granted on a temporary basis under
the same conditions until the end of their current enrollment term (or agreement term in
the case of Open Value). For customers who first purchased a qualified license before
July 1, 2009, the temporary rights also apply during any renewal term commencing
before Lync Server 2013 general availability (December 1, 2012). The customer must
maintain continuous subscription coverage. These rights only become permanent upon
exercise of the buy-out option, and remain subject to all the terms and conditions of the
customers license agreement.
A customers right to use and access Office Communications Server 2007 R2 under this offer is
subject to the terms and conditions of a customers license agreement, the Microsoft Product
Use Rights, the Microsoft Product List, and other Microsoft documents incorporated by
reference into the license agreement between Microsoft and the customer. That right expires
upon the expiration or termination of the right to use software under the qualifying licenses (for
example, Complimentary Licenses received under subscription programs expire when the
qualifying licenses expire).
Customers who do not have SA, or do not maintain SA, on their Office Communications Server
Enterprise CAL or the ECAL Suite at General Availability of Lync Server 2013 will not be qualified
for the grandfathering offer and will be required to purchase the Lync Plus CAL in order to have
rights to the Lync Server 2013 Plus CAL functionality.
Refer to the Microsoft Product List Notes for further information.

Lync Licensing Guide March 2013

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Licensing Guide

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Executive Summary ............................................................................................................................................... 4

Key Changes for Lync 2013 ................................................................................................................................ 5

One Server License ....................................................................................................................................... 5

New Lync Basic Client ................................................................................................................................. 5

On Premises Licensing for Lync Server 2013 ............................................................................................... 5

Server Licenses ..................................................................................................................................... 5

Client Access Licenses (CALs) .......................................................................................................... 6

Device and User CALs ........................................................................................................................ 6

Client License ........................................................................................................................................ 7

Licensing External Users ............................................................................................................................. 7

Federated Users ................................................................................................................................... 7

Unauthenticated Users ...................................................................................................................... 8

External Authenticated Users .......................................................................................................... 8

Public Instant Messaging Users ..................................................................................................... 8

Lync Server 2013 Feature Details ............................................................................................................ 9

Lync Server 2013 Client Access Licenses........................................................................................... 10

New and Improved Features of the CALs................................................................................ 10

Pricing for Lync Server 2013 Servers and CALs .............................................................................. 12

Purchasing Lync Server 2013 as Part of a Microsoft CAL Suite ................................................ 12

Prerequisite Microsoft Technologies and Licenses ................................................................. 9

Plus CAL for Enterprise CAL Suite............................................................................................... 12

Online Subscription Licensing for Microsoft-hosted Lync Online .................................................... 14

Subscribing to Lync Online .................................................................................................................... 14

Lync Online User Subscription Licenses ................................................................................... 14

Lync Online USL Features ....................................................................................................................... 14

Lync Online Plan 1 USL ................................................................................................................... 14

Lync Online Plan 2 USL ................................................................................................................... 14

Lync Online Plan 3 USL ................................................................................................................... 15

New and Improved Features of the USLs ................................................................................ 15

How to Buy Lync Online .......................................................................................................................... 16

Purchasing Lync Online as Part of Office 365 ................................................................................. 17

Lync Online Client ...................................................................................................................................... 17

Combining On-Premises and Online Licensing for Lync ............................................................ 17

Online Subscription with On-Premises Deployment .......................................................... 18

Lync Partner Offerings ...................................................................................................................................... 18

Independent Software Vendors .................................................................................................. 19

Services Providers License Agreements ................................................................................... 19

Frequently Asked Questions ........................................................................................................................... 20

General Pricing and Licensing ............................................................................................................... 20

Lync Grandfathering Policy .................................................................................................................... 21

Additional Assistance ............................................................................................................................... 21

Lync Server 2010 Migration Paths ....................................................................................................... 22

Grandfathering Policy .............................................................................................................................. 22

Summary of Key Changes: ............................................................................................................ 22

Grandfathering Entitlements ........................................................................................................ 22

2 Key Changes for Lync 2013

2.3 New Lync Basic Client

3 On Premises Licensing for Lync Server 2013

3.1.1 Server Licenses

3.1.2 Client Access Licenses (CALs)

Lync Server 2013 Standard CAL

3.1.3 Device and User CALs

User-based CAL (User CAL)

personal computers (PCs) and

Analog devices connected to Lync Server via a 3rd party gateway

3.1.4 Client License

3.2 Licensing External Users

3.2.1 Federated Users

3.2.2 Unauthenticated1 Users

3.2.3 External2 Authenticated Users

3.2.4 Public Instant Messaging Users

3.3 Lync Server 2013 Feature Details